Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PHYBX (PUTNAM HIGH YIELD ADVANTAGE FUND CLASS B SHARES) NA 0.00% 6.25% 2.50% 3.34% 3.95% 4.59%
Data as of 09/23/2025, Common starting date is 06/14/1994
More Performance Analytics Comparison
Name Start Date End Date
PHYBX (PUTNAM HIGH YIELD ADVANTAGE FUND CLASS B SHARES) 06/14/1994 09/23/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994
Annualized Return (%) 0.00 0.00 6.25 2.50 3.34 3.95 4.59 0.00 5.67 11.33 -12.57 4.04 4.70 13.18 -4.43 4.87 15.06 -6.22 1.18 5.94 14.23 2.59 11.70 47.64 -24.88 2.68 11.01 2.65 10.59 25.90 -1.23 1.98 -9.64 5.14 -10.25 12.48 9.73 17.91 -4.64
Sharpe Ratio NA 0.00 0.69 0.07 0.35 NA NA 0.00 -0.34 1.34 -1.89 1.62 0.41 3.97 -1.82 1.82 2.99 -1.56 0.35 2.01 5.12 0.47 2.95 7.98 -2.82 -0.09 3.25 0.17 3.68 8.63 -0.59 -0.07 -4.41 0.66 -2.60 3.33 2.17 6.21 -4.53
Standard Deviation(%) NA 0.39 4.10 4.52 5.24 NA NA NA 2.69 5.33 7.39 2.47 10.81 2.97 3.17 2.34 4.97 4.01 3.31 2.94 2.79 5.41 3.93 5.96 9.12 3.69 2.39 2.81 2.63 2.92 3.95 4.71 3.11 2.91 5.21 2.68 2.85 2.27 2.56
Draw Down(%) NA 0.00 4.57 15.66 20.89 NA NA 0.00 1.76 4.57 15.51 1.86 20.89 1.40 6.02 1.90 5.08 10.71 6.12 5.10 3.12 10.35 4.50 6.65 31.52 5.75 1.68 5.08 4.04 2.85 10.92 8.49 13.39 4.56 18.77 3.91 2.38 0.84 6.04
Yield(%) 0.00 0.00 3.33 3.34 3.94 4.48 4.87 0.00 3.40 5.20 3.70 3.62 4.00 4.66 4.22 4.57 5.87 4.82 4.55 5.29 6.35 6.63 6.48 9.37 6.73 6.43 6.72 6.10 6.59 8.94 9.83 10.75 9.92 9.74 8.73 8.84 8.59 10.31 5.65
Data as of 09/23/2025, Common starting date is 06/14/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PHYBX (PUTNAM HIGH YIELD ADVANTAGE FUND CLASS B SHARES) -6.12%
Nov 2005 – Nov 2008
-3.77%
Oct 1997 – Oct 2002
1.03%
Nov 1998 – Nov 2008
3.74%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PHYBX (PUTNAM HIGH YIELD ADVANTAGE FUND CLASS B SHARES) 19.84%
Nov 2008 – Nov 2011
16.28%
Nov 2008 – Nov 2013
9.40%
Oct 2002 – Oct 2012
7.69%
Oct 2002 – Oct 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return